郭家耀: 大市超賣港股料反覆 新奧(02688.HK)調整後見吸引
安里資產管理董事總經理郭家耀稱,美股周一繼續向好,企業業績理想帶動市場氣氛,三大指數均錄得升幅收市,並創出歷史新高水平。美元反覆向下,金價及油價表現向好,美國十年期債息維持於1.56厘水平。港股預託證券普遍向上,預料大市早段跟隨高開。內地股市下跌,滬綜指低開高走,收市下跌0.1%,滬深兩市成交額增加至1.2萬億元人民幣水平。
港股昨日繼續出現拋售,藍籌股沽壓全面,指數一度失守25,000點水平,成交亦有所增加。經過連日下跌後,大市出現超賣跡象,外圍中概股大幅反彈,應有利新經濟股回穩,預料指數繼續於25,000至26,000點水平上落。
另新奧能源(02688.HK)公布今年九個月天然氣零售銷售量180.3億立方米,按年增加19.9%。期內,工商業用戶氣量增長保持強勁,銷售量增長23.3%至143.6億立方米,佔零售氣量的80%。民生用氣銷售量增長13.9%至30.76億立方米。新開發家庭用戶數量達18.8萬戶,按年增長16.8%。首9個月燃氣批發銷售量按年上升1.1%至58億立方米,綜合能源銷售量按年上升61.2%。新奧表示,9月份受到限電政策於多個省份實施所影響,工業用氣有所放緩。然而,中央已指示必須確保冬季有穩定的電力供應,預計限電對工業生產的影響將逐步緩解。
另外,受電動車競爭及液化天然氣加注成本優勢下降所影響,期內汽車加氣站天然氣銷售量按年減少12.6%至5.98億立方米。第三季零售天然氣每單位利潤率從第二季的0.55元人民幣(下同)降至0.53元,管理層預計全年單位利潤率為0.53至0.54元。管理層指出,部分原因是公司將具有成本競爭力的合同液化天然氣供應轉移到國際市場轉售,國際市場的利潤率高於國內市場,考慮到公司的利益,這是一個更有利的選擇。燃氣銷售量方面,管理層預計第四季零售天然氣銷售按年增長15%,全年天然氣銷售增長指引為18%至19%。新奧整體表現優於同業,股價調整後顯吸引力。
(筆者為證監會持牌人,沒持有上述股份)~
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